Portfolio (Quarterly) Guide ↗

Northern Financial Advisors Inc

· CIK 0001962457

13F Portfolio $151M AUM 100 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 29 Added 33 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	5,931	$1.3M	0.98%	SOLD
2	CRM	SALESFORCE INC	Technology	2,939	$549K	0.40%	SOLD
3	LULU	LULULEMON ATHLETICA INC	Consumer Cyclical	3,057	$468K	0.34%	SOLD
4	DHR	DANAHER CORP DEL	Healthcare	1,911	$362K	0.26%	SOLD
5	INTU	INTUIT	Technology	744	$322K	0.23%	SOLD
6	ACN	ACCENTURE PLC IRELAND	Technology	1,166	$231K	0.17%	SOLD
7	COP	CONOCOPHILLIPS	Energy	1,712	$226K	0.17%	SOLD
8	EMN	EASTMAN CHEM CO	Basic Materials	2,916	$223K	0.16%	SOLD

Sector Allocation

Financial Services 29.6%

Technology 26.3%

Industrials 11.9%

Consumer Cyclical 7.4%

Consumer Defensive 7.4%

Healthcare 7.1%

Communication Services 5.3%

Energy 3.5%

Basic Materials 1.5%